Maximize Your HSA with a One-Time IRA Rollover
TRANSCRIPT:
Did you know you can make a one-time penalty and tax-free rollover from your IRA into an HSA? This is called a qualified HSA funding distribution and comes from the Health Opportunity Patient Empowerment Act. Hi, I’m Alex Wolfe, …
Understanding Behavioral Finance: Why You Make Your Financial Choices
Join us as we explore the fascinating world of Behavioral Finance, featuring insights from Kyle and Alex. This video delves into the psychological biases that influence our financial decisions, such as loss aversion, confirmation bias, and herd mentality. Understand how …
Active vs. Passive Investing: Which is Right for You?
TRANSCRIPT:
Passive versus active management is one of the most highly debated topics in wealth management. Today, we’re going to go over the pros and cons of each and give you my opinion on which style is best. Hi, I’m …
How to Personalize Your 401(K) (and avoid THESE mistakes!)
TRANSCRIPT:
Do you find it difficult to manage your 401k, 403b, or workplace retirement account? Good news, you’re not alone, and we can help you with managing this account. Hi, I’m Kyle, a financial adviser at Base Wealth Management. Today, …
Rollover Your 529 Into a Tax-Free Roth?
Discover how the Secure 2.0 Act transforms 529 plans into potential retirement assets. Learn to leverage these changes for your child’s financial future.…
Is It Finally Time To Buy Bitcoin? A CFP’s Perspective
Is Bitcoin the right investment for you? Alex Wolfe, CFP®, breaks down the complexities of cryptocurrency, examining its place in a balanced investment portfolio. Find out if you’re suited for the volatile journey of Bitcoin investing and how to approach …
Is $2 MILLION Enough to Retire? See a REAL Financial Plan
Retiring at 65 with $2 million might sound like the dream – but is it enough? Join Alex Wolfe, CFP®, as he delves into a client’s real-life financial scenario to uncover the truth behind the numbers.…
It’s an Election Year – Should I Be Worried About My Investments?
Election years can be a time of market uncertainty. But should they dictate your investment strategy?…
Beyond the 4% Withdrawal Rule
Explore why the traditional 4% withdrawal rule may not be the safest bet for your retirement, and learn what strategies could serve you better.…
